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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$34.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
Eventide Balanced Fund
Price$14.25
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets378.77M
CLBFX vs ETNMX Comparison Chart
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CLBFX vs. ETNMX commentary
May 24, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and ETNMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. ETNMX (379M). CLBFX pays higher dividends than ETNMX: CLBFX (2.15) vs ETNMX (1.81). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETNMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). ETNMX (5.11) and CLBFX (4.91) have marching annual gain over last year. CLBFX (41.02) and ETNMX (40.38) have equivalent 5 years return.
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 2.050 | 1.139 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 379M | 62,797% |
| Annual Yield % from dividends | 2.15 | 1.81 | 119% |
| Returns for 1 year | 4.91 | 5.11 | 96% |
| Returns for 3 years | 24.46 | 19.59 | 125% |
| Returns for 5 years | 41.02 | 40.38 | 102% |
| Returns for 10 years | 67.75 | N/A | - |
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